PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$43.5M
3
+$11.3M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.23M

Top Sells

1
+$13.1M
2
+$1.49M
3
+$1.23M
4
AAPL icon
Apple
AAPL
+$1.22M
5
LIDR icon
AEye
LIDR
+$1.04M

Sector Composition

1 Consumer Staples 11.75%
2 Consumer Discretionary 6.37%
3 Healthcare 5.72%
4 Technology 4.35%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21K ﹤0.01%
1,468
452
$21K ﹤0.01%
348
-29
453
$21K ﹤0.01%
546
454
$21K ﹤0.01%
1,047
+25
455
$21K ﹤0.01%
758
+582
456
$21K ﹤0.01%
+1,700
457
$21K ﹤0.01%
165
458
$21K ﹤0.01%
144
-50
459
$21K ﹤0.01%
634
+52
460
$21K ﹤0.01%
216
-5
461
$21K ﹤0.01%
144
462
$21K ﹤0.01%
54
+27
463
$20K ﹤0.01%
350
+190
464
$20K ﹤0.01%
500
465
$20K ﹤0.01%
735
+4
466
$20K ﹤0.01%
252
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467
$20K ﹤0.01%
+621
468
$20K ﹤0.01%
620
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469
$20K ﹤0.01%
199
-7
470
$19K ﹤0.01%
+702
471
$19K ﹤0.01%
794
472
$19K ﹤0.01%
100
-100
473
$19K ﹤0.01%
267
474
$19K ﹤0.01%
+381
475
$19K ﹤0.01%
246
17 18
19
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